JWM
Jupiter Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.73M | Buy |
7,340
+545
| +8% | +$425K | 2.89% | 10 |
|
|
2025
Q1 | $4.35M | Sell |
6,795
-456
| -6% | -$292K | 2.64% | 13 |
|
|
2024
Q4 | $4.25M | Buy |
7,251
+525
| +8% | +$307K | 2.13% | 13 |
|
|
2024
Q3 | $3.85M | Buy |
6,726
+600
| +10% | +$343K | 1.97% | 16 |
|
|
2024
Q2 | $2.91M | Buy |
6,126
+61
| +1% | +$29K | 1.54% | 20 |
|
|
2024
Q1 | $2.87M | Buy |
6,065
+1,785
| +42% | +$844K | 1.52% | 22 |
|
|
2023
Q4 | $1.51M | Hold |
4,280
| – | – | 0.89% | 29 |
|
|
2023
Q3 | $1.41M | Buy |
+4,280
| New | +$1.41M | 0.91% | 30 |
|
|
2022
Q1 | – | Sell |
-7,946
| Closed | -$2.67M | – | 88 |
|
|
2021
Q4 | $2.67M | Hold |
7,946
| – | – | 1.39% | 23 |
|
|
2021
Q3 | $2.6M | Sell |
7,946
-3,290
| -29% | -$1.08M | 1.23% | 27 |
|
|
2021
Q2 | $4.08M | Buy |
11,236
+1,044
| +10% | +$379K | 1.96% | 16 |
|
|
2021
Q1 | $3.36M | Buy |
10,192
+6,327
| +164% | +$2.08M | 1.7% | 22 |
|
|
2020
Q4 | $1.06M | Buy |
3,865
+3,380
| +697% | +$923K | 0.65% | 37 |
|
|
2020
Q3 | $127K | Buy |
+485
| New | +$127K | 0.09% | 68 |
|
|
2020
Q1 | – | Sell |
-3,460
| Closed | -$758K | – | 84 |
|
|
2019
Q4 | $758K | Buy |
3,460
+2,000
| +137% | +$438K | 0.37% | 43 |
|
|
2019
Q3 | $260K | Hold |
1,460
| – | – | 0.14% | 69 |
|
|
2019
Q2 | $295K | Hold |
1,460
| – | – | 0.15% | 68 |
|
|
2019
Q1 | $260K | Buy |
+1,460
| New | +$260K | 0.13% | 68 |
|